SalesforceStandardreports struggle with precise timestamp comparisons and often don’t display the granular data needed for routing vs acceptance analysis in omni channel environments.
You’ll learn how to configure comprehensive timestamp reports that preserve exact timestamp values and enable side-by-side comparisons for better routing efficiency analysis.
Configure precise timestamp reports using Coefficient
CoefficientSalesforce’soffers superior capabilities for timestamp reporting compared tonative limitations. Unlike standard reports that aggregate or round timestamp data, Coefficient preserves exact values for precise analysis.
How to make it work
Step 1. Import work item records with all timestamp fields.
Use Coefficient’s “From Objects & Fields” import method to select specific timestamp fields from the work item object. Include RouteDate, AcceptDate, CreatedDate, and any custom timestamp fields you need for comprehensive lifecycle tracking.
Step 2. Set up dynamic filters for focused analysis.
Apply dynamic filters to focus on specific date ranges, agents, or routing scenarios. Point filters to cell values so you can change your analysis focus without editing import settings each time.
Step 3. Create side-by-side timestamp columns.
Arrange your imported data with routing and acceptance timestamps in adjacent columns for easy visual comparison. Add calculated fields showing time differences, delays, and performance metrics using spreadsheet formulas.
Step 4. Schedule automatic refreshes and alerts.
Set up automated refreshes to maintain current data and configure alerts when acceptance times exceed your defined thresholds. This keeps your timestamp analysis current without manual intervention.
Get the timestamp precision you need
Start buildingThis approach gives you the exact timestamp values and flexible analysis capabilities that standard Salesforce reports simply can’t match.your comprehensive timestamp reports today.